Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $149,609 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES Service code 16 · EIN 34-1542819 | Consulting | $31,701 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,705 | $39,859-65.6% | $78,676-82.6% | $57,658-76.2% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 8.45% | 18.96%-10.5pp | 62.19%-53.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $5,412 | $1,786+203.1% | $2,850+89.9% | $1,974+174.2% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $68 | $76-11.0% | $4,510-98.5% | $95-28.3% |